-3.7%
ARKK vs SPXU
-30.4%
+26.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +4.9% | -3.6% |
| 7D | -6.7% | +2.2% | -8.8% | -4.8% |
| 30D | -13.4% | +3.8% | -17.1% | -10.1% |
| 3M | +4.7% | +3.3% | +1.4% | +9.2% |
| 6M | +2.7% | -16.7% | +19.4% | -5.7% |
| YTD | +4.5% | -28.6% | +33.1% | -11.0% |
| 1Y | -3.7% | -30.6% | +26.8% | -18.9% |
| All | -3.7% | -30.4% | +26.6% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling